Liberty Wealth Management’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-604
| Closed | -$213K | – | 156 |
|
|
2024
Q4 | $213K | Sell |
604
-17
| -3% | -$5.98K | 0.04% | 199 |
|
|
2024
Q3 | $220K | Buy |
+621
| New | +$220K | 0.04% | 196 |
|
|
2021
Q4 | – | Sell |
-808
| Closed | -$276K | – | 172 |
|
|
2021
Q3 | $276K | Buy |
808
+397
| +97% | +$136K | 0.1% | 126 |
|
|
2021
Q2 | $121K | Buy |
411
+5
| +1% | +$1.47K | 0.05% | 187 |
|
|
2021
Q1 | $100K | Sell |
406
-1
| -0.2% | -$246 | 0.05% | 178 |
|
|
2020
Q4 | $100K | Buy |
407
+79
| +24% | +$19.4K | 0.05% | 176 |
|
|
2020
Q3 | $74K | Sell |
328
-137
| -29% | -$30.9K | 0.04% | 185 |
|
|
2020
Q2 | $99K | Sell |
465
-17
| -4% | -$3.62K | 0.07% | 149 |
|
|
2020
Q1 | $79K | Sell |
482
-9
| -2% | -$1.48K | 0.07% | 165 |
|
|
2019
Q4 | $103K | Sell |
491
-36
| -7% | -$7.55K | 0.08% | 155 |
|
|
2019
Q3 | $101K | Buy |
527
+46
| +10% | +$8.82K | 0.1% | 149 |
|
|
2019
Q2 | $89K | Buy |
481
+9
| +2% | +$1.67K | 0.08% | 182 |
|
|
2019
Q1 | $83K | Sell |
472
-9
| -2% | -$1.58K | 0.06% | 158 |
|
|
2018
Q4 | $67K | Buy |
+481
| New | +$67K | 0.05% | 164 |
|